TM Castlefield Thoughtful UK Opportunities Fund

Important Update: We have launched a new global equity fund that has been formed from a combination of the CFP Castlefield Thoughtful European Fund & CFP Castlefield Thoughtful UK Opportunities Fund.

From 15^th August 2025 the CFP Castlefield Thoughtful UK Opportunities fund will be merged into the TM Castlefield Thoughtful World Equity Fund.

This change reflects Castlefield’s aim to directly access investment opportunities wherever they’re listed in the world.

High conviction portfolio

Concentrated portfolio of best ideas

Integrated investment process

Consideration of non-financial factors alongside financial analysis

Focus on thoughtful businesses

Aligned to our values

The fund typically holds 35-45 holdings, run using an unconstained, conviction style of investment. In other words, we commit to our investments only where we have the utmost confidence in our analysis (rather than simply passively tracking an index) which results in low portfolio turnover, in turn recognising that excessive trading is often to the detriment of performance.

The fund has a multi-market capitalisation remit, extending from large companies down to small companies and some AIM-quoted stocks. Furthermore, being unconstrained, we’re free from sector or stock limits, which would otherwise require us to hold shares in a sector or company to which we are not fully committed. With this combination of research driven investment approach and concentrated portfolio construction we aim to maximise the benefit of our efforts for investors.

Thoughtful Investor ® Approach

Our proprietary Thoughtful Investor® Approach is an integrated investment process considering financial and non-financial factors.

Castlefield Founder John Eckersley explains how our ethical approach integrates three important elements to meet the needs and values of our clients.

Click the image to watch now.

Download a copy of the latest Annual Stewardship Report

This report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®.

You'll find details of our Thoughtful Investment approach and a comprehensive assessment of our stewardship activities, including collaborative engagement projects, voting activity and broad range of case studies during the prior twelve months.

Download Latest Annual Stewardship Report

Important Information To Read

You can find all relevant fund literature - including Assessment of Value, Factsheet, KIID, Prospectus, Financial Statements, TMA - along with application forms at the Tutman website (opens in new tab).

From 4th August 2025 Thesis Unit Trust Management Limited (TUTMAN) acts as the Authorised Corporate Director (ACD) of the Castlefield fund range and is legally responsible for the day-to-day running of the funds.

Proceed

READY TO INVEST?

If you have read all of the important material listed above and want to make an investment, you can do that on-line, right now, by visiting Castlefield.direct using the link below:

Castlefield.direct